Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF VERMONT | Com | 1351 | $115,369 | 325 | 0.00 | 0.00 | -50 | -13.33 | 03-31-2024 |
EMFO LLC | COM NEW | 1352 | $115,369 | 325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM NEW | 1353 | $112,427 | 317 | 0.00 | 0.00 | -85 | -21.14 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 1354 | $47 | 313 | 0.00 | 0.01 | 163 | 108.67 | 12-31-2023 |